Sublime
An inspiration engine for ideas
Is a U.S. Recession Still in the Cards? Jared Dillian, author of The Daily Dirtnap newsletter, joined Ash Bennington to discuss why he’s long on gold and foreign equities, and shares some diversification strategies for investors to consider ahead of what he believes is an “inevitable U.S. recession.” All members can watch or get the full AI notes... See more
Recession Risk, Trump Says “Buy,” and the Everything Code
A trader @BuckMySalls (yes, his real name) is printing money betting that nothing will happen.
Nearly $1 million in profit… https://t.co/IbR2qOl6U1
A long-winded and winding update on Fredi9999 -- the person or entity -- who is singlehandedly rocketing up the price of Trump on prediction markets around the world.
Spoiler alert: I managed to make contact with him, I think, and he blocked me after a few minutes. Sensitive guy! We'll get back to that.... See more
Fourteen years ago, David Tepper went on Squawk Box and shared how he made $7bn in a single year and laid out his worldview and a strategy that worked for the coming decade.
Last week, almost fourteen years to the day, David returned to Squawk Box to discuss China, stimulus, AI, and more. He starts by discussing whether... See more
There is a relatively unknown man in Switzerland who invests capital in a particular way that makes almost any investor who learns about it jealous.
Time for a thread 👇🏽👇🏽
Anthony Pompliano 🌪x.com
This is Bill Perkins.
He made $100,000,000 in a single year, trading oil and natural gas.
He’s a hedge fund manager, high-stakes poker player, and author of one of my favorite books Die With Zero.
Here’s Bill’s story: https://t.co/7CwmK6uQyK
Michael Burry's (@michaeljburry) Investment Strategy One-Pager
- Buy roadkill
- Sell when roadkill's been polished
- Care little about general market
- Focus on FCF & Enterprise Value
- Invest in Rare... See more